Video Series FREE Resources

Hello! Did you come from our 10 Key Documents That Support Your Business Plan video series? Well, you’re in luck! Below are some of our resources to get your business plan for the new year off to the right start.

Week 6 – Financial Controls

1. 10 Policies to Prevent Theft in Your Business

Week 5 – Ownership and Management

1. 2022 Annual Compliance Checklist

Week 4 – Human Resources

1. Tips to Avoid Theft

2. NDA Template

Week 3 – Production and Delivery

Risk Assessment Checklist

Week 2 – Sales and Marketing

Tips for Success for Two Key Documents That Support Your Business Plan

Week 1 – The Foundations of Sound Business

1. Business Planning Workshop


2. A great third-party resource to get started: www.liveplan.com


3. Business Plan Template